Cooper Associates Wealth Management Ltd


Martyn Cole is an experienced Financial Consultant at Cooper Associates Wealth Management Ltd, based in Taunton, Somerset (Head Office).

Martyn specialises in providing later life planning advice and is proud to be a Full member of the Society of Later Life Advisers (SOLLA).

Paying for care can be an expensive and long-term commitment. There are pros and cons to the various funding solutions available and Martyn specialises in providing bespoke financial advice, tailoring the options to find the right solution to suit each individual’s requirements.

Cooper Associates Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management.

How Martyn can help you

At Cooper Associates Wealth Management we understand the importance of planning for a financially secure future. We can assist you if you need to pay for care home fees now or are considering saving for care home fees in the future.

Martyn is ideally placed to highlight the options available, advising you on the best fit for your specific circumstances.  Our clients are often pleasantly surprised that the prospect of paying for care is not a daunting as it may first appear.

If you need care, and have to fund the fees yourself, there are many things you will need to consider. Not only will it be important that you receive care in a home you have chosen, you will also need to consider whether you can afford to pay the fees for as long as care is needed. You may also wish to protect your wealth so that some inheritance may be passed on to the next generation.

Less than 15% of people who do not qualify for financial support will have sought appropriate, and regulated, financial advice before entering care**

The average cost in a residential care home is approximately £31,000, rising to over £43,000 for those receiving nursing care. If you live in England or Northern Ireland and your personal assets are more than £23,250 you now have to pay the cost of the long term care you will receive.**

Apart from the emotional cost, arranging care for yourself or a loved one can be extremely complicated. Dealing with issues like mental capacity, eligibility for state benefits, Lasting or Enduring Powers of Attorney*, the type and location of the care home and funding the care itself causes stress and worry.

Areas in which Martyn can help

Martyn can assist clients in the following key areas:

  • Long Term Care Planning
  • Retirement Planning
  • Inheritance Tax Planning
  • Estate Planning
  • Intergenerational Tax Planning
  • Investment Planning

*_Powers of Attorney involves the referral to a service that is separate and distinct to those offered by St. James’ Place and not regulated by the Financial Conduct Authority.

Locations that Martyn covers

Martyn is able to support clients in the following areas:

  • Devon
  • Somerset

How to Contact Martyn

Telephone: 01823 273130

Email: Martyn.Cole@sjpp.co.uk

Web:  www.cooperassociateswm.com


Cooper Associates Wealth Management Ltd represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.  The St. James’s Place Partnership and the title ‘Senior Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Sources:** Laing and Buisson Report 2016/17


Full Address

40 St James Buildings

St James Street




How to contact Martyn

Telephone: 01823 273130

Email: Martyn.Cole@sjpp.co.uk

Web:  www.cooperassociateswm.com